When it comes to serving wealthy clients, digital solutions are playing a growing role, says a study released today by SEI, Scorpio Partnership and NPG Wealth Management. This means financial advisors need to get their websites and other online tools to match their levels of quality, expertise and responsiveness, experts say.
The study, which highlights the views of 3,025 investors worldwide with an average net worth of about $2.9 million, finds that 92 percent use digital tools to support their wealth management transactions.
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